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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Conditional formating using last business day in a month

Hi guys, I am designing a report that highlights a date (submission_date) field if it is less than the last business day of the month based on the month filter selected. I tried the following steps: 1. I created a DAX to get last day of the month with this : Last Day of the month = ENDOFMONTH(Query1[Submission_Date].[Date]) 2. I create another DAX to get the date difference between the submission date and the last date of the month using this: DateDiff EOM = DATEDIFF('Query1'[Submission_Date], [Last Day of the month],DAY) 3. I used the DateDiff EOM for the conditional formatting, such that it highlights any date that is less than the last day of each month. This works fine, however, I had a few challenges: a. If the last day of the month is a weekend, I will like the conditional formatting not to highlight the last business day of that month which is a Friday. b. If possible, if the last day of the month is a holiday, I also want the setting in a. above to be affected. Any idea on how to handle this.
  • Anonymous's avatar
    Anonymous
    7 years ago

    Hi Anonymous,

     

    I'd like to suggest you add calculated column with if statement to return specific color text which used in 'conditional formatting' feature based on 'field value' option.

     

    For example:

     

    Conditional Color = 
    VAR lastBusinessDay =
        MAXX (
            FILTER (
                CALENDAR ( DATE ( [Date].[Year], [Date].[MonthNo], 1 ), [Last Day of the month] ),
                WEEKDAY ( [Date], 2 ) <= 5
            ),
            [Date]
        )
    RETURN
        IF (
            [Date] <> [Last Day of the month],
            IF (
                [Date] <> lastBusinessDay,
                "Blue",
                IF ( WEEKDAY ( [Date], 2 ) <> 5, "Blue", "Black" )
            ),
            IF ( WEEKDAY ( [Date], 2 ) > 5, "Orange", "Black" )
        )
    

    Conditional formatting in tables

     

    Regards,

    Xiaoxin Sheng

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous,

     

    I'd like to suggest you add calculated column with if statement to return specific color text which used in 'conditional formatting' feature based on 'field value' option.

     

    For example:

     

    Conditional Color = 
    VAR lastBusinessDay =
        MAXX (
            FILTER (
                CALENDAR ( DATE ( [Date].[Year], [Date].[MonthNo], 1 ), [Last Day of the month] ),
                WEEKDAY ( [Date], 2 ) <= 5
            ),
            [Date]
        )
    RETURN
        IF (
            [Date] <> [Last Day of the month],
            IF (
                [Date] <> lastBusinessDay,
                "Blue",
                IF ( WEEKDAY ( [Date], 2 ) <> 5, "Blue", "Black" )
            ),
            IF ( WEEKDAY ( [Date], 2 ) > 5, "Orange", "Black" )
        )
    

    Conditional formatting in tables

     

    Regards,

    Xiaoxin Sheng